Business Development, Certified Financial Planner (CFP), Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Fiduciary, Finance, Financial Planning, Financial Services, Investment Management, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Onboarding, Plan Meetings, Rich Internet Application (RIA), Sales Management, Securities, Team Player, Wealth Management
Are you an experienced Financial Advisor seeking a new
opportunity to join an independent, fee -only fiduciary wealth management firm? Ivy
Way Placements has partnered up with a fast -growing RIA seeking a Lead Advisor at
their Ft. Lauderdale, FL location. The Lead Financial Advisor is the
primary manager of client relationships and may also provide support to senior
advisors and their client relationships. The Lead Advisor initiates new
business, manages existing client relationships, formulates and implements
advice, and may rely on technical specialists to develop recommendations within
a given area of expertise.
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The Financial Advisor can expect to focus on the
following areas:<\/b>
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- Assume co -advisor and/or lead -advisor role on
existing clients
<\/li> - Responsible for profitable delivery of our service
models as outlined in our guidelines
<\/li> - Participates in and/or leads the Discovery Interviews
discussions and other strategic onboarding processes
<\/li> - Owns and manages client relationship and client
satisfaction and is responsible for client retention
<\/li> - Serves as a liaison to our Planning Team for
clients
<\/li> - Participates in new client relationship development
<\/li>- Participate in planning meetings regarding new
prospects/new clients
<\/li> - Coordinate follow -up workflow on new clients
<\/li> - Convert new revenue from multiple existing clients
or new prospects
<\/li><\/ul> - Utilize and further develop network of referral
sources and centers of influence to generate future business development
opportunities
<\/li>- Attorneys -Current and Additional Contacts
<\/li> - Previous Clients
<\/li> - Community Networking Opportunities (i.e. Service
Clubs)
<\/li><\/ul> - Maintain team approach by assisting and filling in
for others
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The above
statements are intended to describe the general nature and level of work being
performed by people assigned to this job. They are not intended to be an
exhaustive list of all responsibilities, duties, and skills required of the
incumbent in this position.<\/i>
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Any combination
of equivalent education and work experience will be considered.<\/i>
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Requirements<\/h3>- Bachelor’s degree in finance or related field from an
accredited college or university; Master’s degree preferred
<\/li> - Minimum 3 years of experience in investment
management, financial planning or financial services with demonstrated
ability to develop and manage plans and manage client relationships
<\/li> - Certified Financial Planner⢠designation preferred
upon hire or must be attained within one year of date of hire
<\/li> - Financial planning/wealth management acumen, judgment
and experience
<\/li> - Excellent communication and listening skills
<\/li> - Client -first attitude
<\/li> - Proficiency in Microsoft Word, Excel, PowerPoint, and
Outlook, as well as financial planning and securities balancing software
<\/li> - A team player, collaborative, able to work with and
through others
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Benefits<\/h3>
Why Choose Us?<\/b>
<\/p>- We are a growing firm, with opportunities for future
growth and advancement in your role.
<\/li> - We offer health, vision, dental, and 401K benefits
options for you and your family.
<\/li> - We believe in collaboration, innovation, excellence
doing what’s right, and helping our team to provide a world -class service.
<\/li> - Our culture is historically rooted in values of
excellence, integrity, respect, and transparency. We are dedicated to
living these values through our relationships with clients, each other,
and the greater community.
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Looking for something else? Let’s get to work.<\/b>
<\/div>At Ivy Way Placements, we are inspired by collaboration, innovation,
commitment to excellence and above all, doing what is right. We are up for any challenge.
Let us help you find your dream career – apply today!
Contact.us@ivywayplacements.com
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